Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.

First, TikTok Shop is seeing significant growth in the US – with 153% year-over-year growth, far outpacing rivals like Shein and Temu. Despite uncertainty around TikTok’s future in the US, the platform’s shoppable videos, live-selling, and branded stores are making their mark on social commerce.

Next, AI is accelerating progress in humanoid robots – making them more versatile, capable, and trainable via imitation learning. Meta, Tesla, Nvidia, and OpenAI are all making moves, signaling that we could be approaching the ChatGPT moment for physical AI.

Finally, startups are building decentralized networks of GPUs to tap into underutilized compute. Companies like Exo Labs and Berkeley Compute are developing infrastructure that could help lower AI costs, particularly for inference.

Enjoy.

– Tam

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